Software Product Docs

Smart Auto Close User Guide

Introduction

Attention: This tool is only supported for SCSM 2016 and later

Smart Auto Close is a simple collection of workflows that can be used to automatically close the different work item types. For each work item type different options are available, after how many days and at what time the items will be closed automatically.

Main Features

  • Auto Close Workflows for Incidents
  • Auto Close Workflows for Problems
  • Auto Close Workflows for Service Requests
  • Auto Close Workflows for Change Requests
  • Auto Close Workflows for Release Records

Installation

The installation is performed using the management pack import functionality of SCSM. Please refer to the Microsoft TechNet Library for more information on how to import management packs:
http://technet.microsoft.com/en-us/library/hh524269.aspx

Follow these steps to install Operaio Smart Auto Close:

  • Log on to SCSM using an account with administrative privileges in SCSM.
  • Copy the Operaio.AutoClose.Workflows.dll to the SCSM installation directory. By default, this is C:\Program Files\Microsoft System Center\Service Manager\
  • Copy the Syliance.SCSM.Licensing.dll to the SCSM installation directory. By default, this is C:\Program Files\Microsoft System Center\Service Manager\
  • Import the Operaio.AutoClose.UI.2016.mpb management pack
  • Import the Operaio.AutoClose.Workflows.xml management pack
  • Import the itnetX.SCSM.PowerShellTasksv1.LicenseInfo.mp or the itnetX.SCSM.scsmProdPackv1.LicenseInfo (Bundle license for Productivity Pack) Management Pack into your SCSM environment.
  • Restart the SCSM Console.

How it works

After importing all relevant management packs, you can activate all workflows in the “Operaio Auto-Close Settings”:

You can activate the following workflows:

  • Close Change Request in status Cancelled
  • Close Change Request in status Failed
  • Close Change Request in status Completed
  • Close Incidents in status Resolved
  • Close Problems in status Resolved
  • Close Release Records in status Cancelled
  • Close Release Records in status Completed
  • Close Release Records in status Failed
  • Close Service Request in status Completed
  • Close Service Request in status Cancelled
  • Close Service Request in status Failed

For every workflow you can setup a time to run (24 hours format) and activate only the workflows you want to run by activating the checkbox.
For some of the workflows you can setup automatically a Implementation Result value to set when closing the item.

Troubleshooting

You can check the status of every workflow in the workflows Status section in the console: